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Trane Technologies
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1001
SVB Wealth
Massachusetts
$535K +$9.1K +22 +2%
BCMLT
1002
Beacon Capital Management LLC (Tennessee)
Tennessee
$531K +$1.24K +3 +0.2%
TPW
1003
Transatlantique Private Wealth
New York
$531K -$125K -303 -18%
HPA
1004
High Probability Advisors
New York
$529K – – –
WSA
1005
Wealth Science Advisors
Georgia
$529K +$562K +1,360 New
TC
1006
Trilogy Capital
California
$529K – – –
MIM
1007
MTM Investment Management
South Carolina
$526K -$20.7K -50 -4%
ATC
1008
Argent Trust Co
Tennessee
$525K +$6.2K +15 +1%
HR
1009
Howe & Rusling
New York
$525K +$70.7K +171 +15%
PSP
1010
Pacific Sage Partners
Washington
$523K +$1.65K +4 +0.3%
NECFA
1011
New England Capital Financial Advisors
Connecticut
$520K +$827 +2 +0.1%
MFA
1012
Mayflower Financial Advisors
Massachusetts
$519K -$414 -1 -0.1%
SF
1013
Symphony Financial
Texas
$518K +$548K +1,324 New
MCM
1014
Magnolia Capital Management
New York
$518K – – –
CW
1015
CrossGen Wealth
North Carolina
$518K +$550K +1,330 New
FMLI
1016
Fukoku Mutual Life Insurance
Japan
$515K -$101K -243 -16%
CWI
1017
Conscious Wealth Investments
Florida
$514K – – –
MPAM
1018
Murphy Pohlad Asset Management
Minnesota
$513K -$12.8K -31 -2%
EWM
1019
Evercore Wealth Management
New York
$512K – – –
7WCP
1020
71 West Capital Partners
Massachusetts
$511K +$543K +1,313 New
SCP
1021
Sivia Capital Partners
California
$509K -$5.38K -13 -1%
IPW
1022
Inlet Private Wealth
Florida
$509K – – –
AIM
1023
Advyzon Investment Management
Illinois
$509K +$229K +554 +73%
WIA
1024
Wetzel Investment Advisors
Indiana
$508K +$1.24K +3 +0.2%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$504K +$7.86K +19 +1%
39 40
41
42 43